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Sponsor portfolioWelfare / HealthEIN 04-3223700
SIEGAL & SONS INVESTMENTS
d/b/a SIEGAL & SONS INVESTMENTS LTD
675 WASHINGTON STREET · NEWTON, MA 02458
6173321230
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$373K
No prior year
Persons covered
336
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $231K | 30.4% | |
| Prescription drug | $231K | 30.4% | |
| Dental | $94K | 12.3% | |
| Vision | $94K | 12.3% | |
| Life | $41K | 5.4% | |
| Other | $29K | 3.8% | |
| Long-term disability | $22K | 2.9% | |
| Short-term disability | $19K | 2.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042452600 | HRx | $231K | 62.0% | 1 | 1 | 34 |
EIN 050153223 | DV | $94K | 25.2% | 1 | 1 | 336 |
EIN 010278678 | LSTDOth | $25K | 6.8% | 1 | 2 | 34 |
EIN 860222062 | LLTDOth | $22K | 6.0% | 1 | 1 | 119 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA, HARVARD PILGRIM HEALTH CARE, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $935 | $7K | 37.6% | 1 |
| ROGERS BENEFIT GROUP INC | KINGSTON, MA | ALTUS DENTAL INSURANCE COMPANY, INC. | $6K | $0 | $6K | 30.3% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | TAMPA, FL | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $3K | $746 | $4K | 21.0% | 1 |
| INDIGO INSURANCE SERVICES | BOSTON, MA | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 5.7% | 1 |
| NEESENROLL | SUTTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $485 | $0 | $485 | 2.5% | 1 |
| HILB GROUP OF NEW ENGLAND | CRANSTON, RI | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $249 | $0 | $249 | 1.3% | 1 |
| LORI ANN MARTINEZ | OXFORD, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $225 | $0 | $225 | 1.2% | 1 |
| ACCESS ENROLL | PLAINVILLE, MA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.2% | 1 |
| IMA, INC. | NEWTON, MA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $27 | $0 | $27 | 0.1% | 1 |
History & trajectory
6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan